Handling Comercial Lda

Client Overview

Handling Comercial Lda is a sales and distribution company in Mozambique that operates a network of wholesale depot and distribution trucks. They face challenges in optimizing their Point of Sale (POS) system to manage orders, customers, loyalty programs, etc. Their business relies on specific hardware (Sunmi V2s devices) and a need for highly customized reporting and user-specific access highlighted the complexity of their operational needs.

Client Problems

Handling Comercial Lda was grappling with several critical issues that hindered their day-to-day operations and strategic decision-making:

• POS System Instability: The POS system was not consistently loading on their Sunmi V2s devices, which led to operational downtime and frustration while using the POS system.
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• Migration Challenges: Moving Odoo's older version to a new version in the production environment was problematic, with significant issues preventing the system from functioning correctly post-migration with the complexity of Odoo code migration.
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• Data Inconsistency & Reporting Limitations: They needed more strong reporting on customer data, specifically leveraging customer tags, which is not available in default Odoo so they are having limited access to analyze sales, customer behavior, and loyalty effectively.
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• User Experience & Workflow Gaps: 
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• • Specific user roles (e.g., VENDEDOR, GERENTE) required highly customized interfaces with restricted certain menu access and modified functionalities.
  • Receipt modifications were needed, including QR code integration and font size modifications for loyalty points.
  • Customer creation in POS had specific validation rules for 9-digit unique phone numbers and name formatting.
  • Loyalty point management is especially concerned about refunds and multi-reward scenarios and their reconciliation challenges.

• Integration Needs: There was an implicit need for their Odoo system to handle interactions with external elements, such as specific printing requirements (QR codes on thermal printers) and potentially other third-party tools or hardware.
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• Security & Data Management: There are some Issues like duplicate contact entries, requirements of audit logs, and clear processes for data migration (including cron jobs for merging contacts) that were critical for data integrity and system reliability.

Solutions Provided by CandidRoot Solutions

CandidRoot Solutions provided a comprehensive suite of Odoo customizations and support to address Handling Comercial Lda's specific challenges:

POS Stability & Performance Enhancement:

• Thorough investigation and resolution of POS loading issues on Sunmi V2s devices, including verification on Odoo.sh and the application.
• Optimized button design and improved update speed on the POS screen.
• Resolved receipt printing issues, including the integration of QR codes (adapting to thermal printer limitations by using base64 images) and adjusting loyalty points text size.

Robust Migration & Deployment Strategy:

• Odoo migration from version 16.0 to 18.0 with bug fixing of custom modules with better business flow aligned with customizations.
• Developed and executed cron jobs for critical data management tasks, including merging duplicate contacts based on mobile numbers and updating reward points.

Advanced Reporting & Data Analysis:

• We have implemented a customer tag report inside POS reporting to enable filter and grouping by tags for enhanced customer analysis.
• Ensured customer tags could be brought into report filters (graph and pivot views) for comprehensive data visualization.
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Tailored User Experience & Workflow Automation:

• Configured user-specific menu visibility to ensure that only relevant menus were displayed for VENDEDOR and GERENTE users, aligning with security and operational requirements.
• Customized POS customer creation flow with stringent validations: 9-digit mobile number constraint, uniqueness check, auto-formatting of names (sentence case), and making required fields mandatory.
• Refined POS functionalities such as replacing "served by" with "attended by" and showing the cash register name on the login screen.
• Implemented loyalty point management enhancements, including restricting single quantity reward product application, preventing reward products without main products, and enabling proper reward point deduction during refunds.
• Adjusted POS order widget to remove extra reward lines and resolve duplicate product entries.

Continuous Support & Collaboration:

• Provided ongoing technical support to resolve various issues like "reward error on 0 quantity apply" and payment method constraints.
• Facilitated internal discussions and demos to keep the client informed and verify solutions.
• Assisted with database setup and restoration locally for troubleshooting and development.

Business Smoothness After Odoo

The strategic Odoo implementation services by CandidRoot Solutions brought about significant improvements for Handling Comercial Lda:

• Reliable POS Operations: The consistent loading of the POS system on Sunmi V2s devices and optimized performance eliminated operational bottlenecks, leading to faster transactions and improved customer service.
• Streamlined Data Management: Automation to merge duplicate contacts and strong transactional logs to ensure data integrity with a single system to manage their customer and sales.
• Enhanced Business Intelligence (BI) : The system can generate detailed reports based on customer tags and other report parameters to make data-driven decisions regarding business strategies, loyalty programs, and customer engagement.
• Improved User Efficiency: Customized UI for different roles to reduce clutter and simplified workflows which allows employees to focus on their specific tasks without unnecessary distractions and validation in customer creation ensures accurate data entry at the source.
• Efficient Loyalty Program Management: The custom loyalty points system, especially for deduction during refunds and accurate multi-reward handling increases customer trust and improves the overall effectiveness of their loyalty program.
• Seamless System Upgrades: The Odoo migration expertise to manage complex Odoo migrations ensured that system upgrades were less disruptive which allowed the client to use new Odoo features and maintain a modern, efficient ERP environment.

Conclusion

The successful Odoo Implementation for Handling Comercial Lda stands as a testament to the transformative power of a well-executed Odoo ERP strategy. This project was not merely a software deployment; it was a comprehensive Odoo Migration that navigated complex technical challenges, including critical POS system stability issues on Sunmi V2s devices with migration of custom modules from Odoo version 16.0 to 18.0

This Odoo Implementation fixed their day-to-day problems and made things much smoother. We got their POS running perfectly over 300+ trucks, improved their reports with customer tags, and made sure their staff had tools tailored just for them. The Odoo Migration was a key step to getting the benefits of the latest Odoo version.

In short, this Odoo implementation has given Handling Comercial Lda a more efficient business. It's now easier for them to make smart decisions, manage customer loyalty, and adapt to new challenges, all thanks to a successful Odoo migration and a powerful Odoo system.